Welcome to XTruLink support

What is BBMS?

With Blackbaud Payment Service (BBPS) and Blackbaud Merchant Services (BBMS), you can securely process credit card transactions through your Blackbaud program. From the Blackbaud website, you can set up accounts with both BBPS and BBMS. When you create your merchant account, it automatically appears in the BBMS web portal and in your Blackbaud programs. After you set up your account, you can configure your account settings and manage transaction processing through the Blackbaud web portal.

Connecting BBMS and XTrulink

XTruLink must access BBMS in order to process payments. You will need to grant us access by following the steps in the article below.

Before Getting Started

The user who completes these steps must be a Blackbaud organization administrator. This is not the same thing as an Altru system administrator. If you are not sure if you have these permissions, see this Blackbaud article for more information.

You must also have an XTruLink account with the Back Office Administrator permission. If you need help with this criteria, please contact us here.

Step 1: Select Blackbaud Dedicated User Account & Set Admin Permissions

IMPORTANT NOTE: We highly recommend you create and control a dedicated Blackbaud user account that you will use to complete the BBMS connection. This might be something like: admin@yourdomain.com or xtrulink@yourdomain.com.

Because staff changes are common, we do not recommend completing the connection using an individual’s personal account (i.e. yourname@yourdomain.com). If an individual’s account is used to complete connection, and that account is removed or inactivated in the future, then the BBMS connection will be broken, and we will no longer be able to process payments.

1. Please create or select your dedicated Blackbaud user account. Here are Blackbaud's steps for adding a new user to Blackbaud.com. During account creation (or by managing roles for an existing user), ensure the following criteria are met for the selected user (see screenshot below for example):
   1. Check the box to "make organization admin."
   2. Navigate to the "Payments API" tab and check the box to "Make solution admin."
2. Re-login to blackbaud.com using the dedicated Blackbaud user account. 

Step 2: Connect to XTruLink via Blackbaud Marketplace

1. Ensure you are logged in to blackbaud.com using the account you created/updated in Step 1.
2. In a new browser tab, go to Blackbaud Marketplace.
3. You’ll see a search bar in the middle of the page. Search for “XTruLink”
4. Click on the XTruLink tile in the search results.
5. On the left-hand side of the page, click the Connect button.
6. After connecting, a pop-up might appear asking if you want to navigate to the application. You can close this pop-up.

Step 3: Complete Connection via the XTruLink Dashboard

1. Login to your XTruLink Dashboard (this is your unique ticketapp.org login that includes your organization code in the URL).
2. Navigate to System > Payment Setup.
3. Select BBMS.
4. Click Add a BBMS Account.
5. Click Connect to BBMS.
6. You will be redirected to a Blackbaud Application Authorization page. You may need to login again with your dedicated Blackbaud user account.
7. Click Authorize.
8. You will be redirected back to the XTruLink Dashboard.
9. Select the BBMS payment configuration you’d like to use as indicated.
10. Click Confirm and Save.

When the connection is successful, you will see your BBMS account listed as Active on the BBMS Setup page under Connected BBMS Accounts.

Note: PayPal is not currently supported through BBMS integration.